Theresa Waddell | Vienna, VA

Mission Statement

As independent advisors, we often work with our clients and their extended families and other professional advisors. Our multi generational focus and in-depth understanding of our clients’ values allow us to bring holistic and creative solutions to our clients. As parents of three children – two of whom have special needs – we make it a point to reach out to other families who are living a life like ours.

Individual Solutions from Independent Advisors. Just like with a physician or an attorney, your relationship with your financial advisor is a delicate one, based on professionalism and trust. We value the trust that our clients place in our abilities.

What makes us different? We're independent – and that means objective – when helping you select the appropriate investment and insurance solutions for your needs.

Click to hear Our Value Proposition

Your Rights as a Client:

Courteous service
A trustworthy and competent financial advisor
Suitable recommendations
Timely transactions at the best available prices
Full disclosure of costs and risks
Clear communications
Comprehensive statements and trade confirmations
Prompt error and complaint resolution
Strict confidentiality

Click here to read the Raymond James Client Bill of Rights